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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9 years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,234 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $12,506 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,681 | $87,132+78.7% | $105,624+47.4% | $80,959+92.3% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.7%+18.0pp |
| Annual return | 15.90% | 17.03%-1.1pp | 116.20%-100.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,120 | $2,397-11.5% | $3,168-33.1% | $2,757-23.1% |
| Participant deferral / active EE | $8,758 | $3,985+119.7% | $5,013+74.7% | $4,300+103.7% |
| Admin fee / account holder | $97 | $8,449-98.9% | $10,961-99.1% | $6,925-98.6% |